# Brandywine Global Investment Mgmt, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brandywine-global-investment-mgmt-llc-510412248-016

> Brandywine Global Investment Mgmt, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brandywine Global Investment Mgmt, LLC

- **Sponsor EIN:** 510412248

- **Sponsor Address:** 1735 MARKET STREET, SUITE 1800, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Plan Number:** 016

- **Total Participants:** 0

- **Total Assets:** $146.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$146.9M|$0|$695,916|

| 2023|0|$439.5M|$0|$7.9M|

| 2022|0|$426.7M|$0|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KREISCHER MILLER|Auditor|$163,264|—|$163,264|

| MELLON BANK|Other Service Provider|$44,844|—|$44,844|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $208,108

- **Estimated Expense Ratio:** 0.142% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$214,424|—|—|$163,264|—|

| 2023|$388,928|—|—|$173,775|—|

| 2022|$366,765|—|—|—|$309,317|

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